Communication Archives - Page 20 of 23 - 401k Plan Optimization, Compliance, Investment & Partners

Optimizing Payroll Integration for Efficient Retirement Planning

By Fred Barstein / 401k News, auto re-enroll, Communication, Fiduciary, Financial Wellness, Payroll, payroll integration, Plan Optimization, Record Keepers, recordkeeper consolidation, Retirement Committee, Retirement Income

Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Carlos, Plan Sponsor/HR Director Payroll integration, which involves the seamless communication and data exchange between a company’s payroll...

3 Financial Wellness Trends to Watch in 2024

By Fred Barstein / 401k News, Communication, Employee Benefits, Employee engagement, Employee happiness, Fiduciary, Financial Advice, Financial Security, financial stress management, Financial Wellness, Future Self, Health & Wellness, inflation concerns, personal financial advice

Financial stress is top of mind for the majority of American workers, and it’s impacting them on the job. Eighty-two percent of workers are thinking...

Boosting Retirement Participation: The Role of Mobile Apps for Younger Employees

By Fred Barstein / 401k News, adult learning, Communication, DC plans, Digital Tools, Emergency Savings, Employee engagement, Fiduciary, financial literacy, Financial Wellness, Millennials Delaying Milestones, Millennials saving, Mobile apps, multi-generational workforce, participation

Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Patricia, Plan Sponsor/HR Director Mobile apps play a pivotal role in enhancing retirement plan participation, particularly among younger...

Navigating Retirement Planning’s Evolution: Franklin Templeton’s Vision

By Fred Barstein / acquisition, Adaptability, Communication, competition, Convergence, DC plans, Economy, Fiduciary

Franklin Templeton’s strategic approach to the defined contribution space involves adeptly leveraging existing relationships and adapting to the evolving landscape of retirement planning. Following the...

Several SECURE 2.0 Provisions Taking Effect

By Fred Barstein / benefit education, benefits committee, Communication, Compensation, DC plans, Employee engagement, erisa, Fiduciary, Insurance, Managed Accounts, participation, SECURE 2.0, Student Loan Debt

The SECURE 2.0 Act is making headlines, as several provisions take effect as of this year. Passed in 2022, SECURE 2.0 is designed to improve...

The Impact of Automatic Enrollment on Employee Engagement

By Fred Barstein / 401k News, auto enroll, Communication, DC Plan Sponsors, DC plans, Employee Benefits, Employee engagement, Employee happiness, Fiduciary, Fiduciary, financial literacy, Financial Security, Financial Wellness, Millennials saving, multi-generational workforce, participation, Retirement Plan Committee, Retirement Readiness

Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Carrie, HR Manager, Coviance Implementing automatic enrollment in an employer-sponsored retirement plan can offer numerous benefits for both...

Strategic Shift: Moving Towards Zero Plan Fees in the Evolving Retirement Landscape

By Fred Barstein / Benchmarking & Fees (ERISA, retirement plan), Communication, competition, Conflict of Interest, Fiduciary, Financial Advisors, Financial Advisors, inflation, Recordkeeping

The prospect of plan fees for advisors and record keepers hitting zero may seem improbable, given that a significant portion of their revenue is derived...

Embrace Flexibility in Your Retirement Committee Selection

By Fred Barstein / benefit education, benefits committee, Committees, Communication, Compensation, Creative approach, DC Plan Sponsors, diversity, Diversity equity inclusion, Employee engagement, Employee training, Fiduciary, Financial Wellness, HR, Ideal Plan, Improving Outcomes, Retirement Plan Committee

Fred Barstein with Adjunct Lecturer, Rick Unser – Financial Advisor, Creative Planning When forming a retirement committee, embracing creative thinking can yield substantial benefits. A...

Advicetech Platforms Can Help Improve Retirement Plan Engagement

By Fred Barstein / Adaptability, adult learning, Communication, Compensation, DC Plan Sponsors, Digital Tools, diversity, Employee engagement, Employee happiness, Employee training, Fiduciary, financial literacy, Financial Wellness, Loans, Millennials Delaying Milestones, Retirement Readiness, Robo Advisor Technology, Secure Act Changes, Student Loan Debt

Engaging participants in workplace retirement plans is a top priority for plan sponsors. That’s according to a new survey from the Plan Sponsor Council of...

Adapting to Changes in Retirement Planning and Wealth Management

By Fred Barstein / 401k News, Adaptability, Communication, DC Plan Sponsors, DC plans, Fiduciary, Financial Wellness, Plan design, Research, Retirement Plan Coverage

There is a necessity for adaptability, collaboration, and proactive strategies amid the changing landscape of retirement planning and wealth management. The landscape of retirement planning...